TAO PRIVATE WEALTH, LLC

Overview

TAO Private Wealth, LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is individually owned and focused on delivering financial planning and discretionary portfolio management for individuals and small businesses. Its business model combines traditional wealth-advisory work with fee arrangements that include a percentage-of-assets component and hourly billing. TAO Private Wealth is not set up as a capital allocator and does not position itself as an ESG-focused manager. It is also not identified as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. The firm’s current public profile indicates it is an early-stage advisory practice building out its client and operational footprint.